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Hines
Hines Mid-Year Investment Outlook 2025: Global Shocks Provide Generational Opportunity
Hines Research's mid-year 2025 outlook argues that global shocks and dislocation have created a generational opportunity for well-positioned real estate investors. The report assesses sector and regional positioning across global markets.
Capital MarketsEconomyAlternativesGlobalU.S. National
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Altus Group
Canadian CRE Investment Trends - Q2 2025
Altus Group surveyed more than 300 investors, managers, owners and lenders on value trends across 32 asset classes in Canada's eight largest markets. Single-tenant industrial cap rates moved to 5.91 percent as the national industrial availability rate reached 6.2 percent.
Capital MarketsIndustrial & LogisticsOfficeCanadaU.S. National
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AEW
Asia Pacific Research Perspective Q3 2025
Real estate investment sentiment across Asia Pacific shifted more positively in Q3 2025 as interest rates eased and capital flowed back into the market. Australia, Singapore and South Korea each recorded transaction growth of 30 to 40 percent compared with the prior year.
Capital MarketsOfficeIndustrial & LogisticsAsia-PacificAustralia
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Altus Group
Toronto commercial real estate market update - Q2 2025
A market-level update on leasing, availability and pricing across the Greater Toronto Area. The report covers office, industrial and retail conditions in Canada's largest market.
OfficeIndustrial & LogisticsRetailTorontoCanada
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abrdn
UK real estate market outlook Q3 2025
The Q3 2025 UK outlook maintains a constructive view on living, industrial and retail sectors, with income returns continuing to drive performance amid limited yield compression.
Industrial & LogisticsRetailOfficeUnited KingdomGlobal
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Capital Economics
UK Commercial Property Outlook: Stable yields mean steady returns
With yields expected to hold broadly stable, Capital Economics sees UK commercial property delivering steady income led returns. Retail is positioned as the top performing sector on a strong income return.
Capital MarketsRetailOfficeUnited KingdomEurope
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AEW
U.S. Research Perspective Q3 2025
AEW reports that aggregate U.S. commercial property transaction volume through Q3 2025 ran more than 15 percent ahead of the prior-year pace, with investor return expectations for most property sectors clustered near 7.0 to 7.5 percent. Seniors housing and office represented the upper and lower bounds of expected returns respectively.
Capital MarketsOfficeRetailU.S. National
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CBRE
U.S. Cap Rate Survey H1 2025
CBRE's mid-2025 survey gathered 3,600 cap rate estimates from more than 200 professionals across over 50 markets, indicating broadly stable cap rates despite bond market volatility.
Capital MarketsOfficeIndustrial & LogisticsU.S. National
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Savills
State of the U.S. Life Sciences Market - 2025
Life sciences venture capital funding reached 20.8 billion dollars in the first half of 2025, equal to 44.9 percent of the 2024 total. High rents in Boston-Cambridge, the Bay Area and San Diego pushed companies toward lower-cost markets.
Life SciencesU.S. NationalSan Francisco
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CBRE
2025 U.S. Real Estate Market Outlook Midyear Review
CBRE's midyear review finds cap rates relatively stable despite bond market volatility, with incremental compression in certain sectors expected to materialize more broadly in 2026.
Capital MarketsOfficeIndustrial & LogisticsU.S. National
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Nareit
Mid-Year Update: REITs Positioned to Weather Volatility, Pursue Growth
Nareit's mid-year update finds REITs maintaining disciplined balance sheets and low debt costs, positioning the sector to withstand market volatility and pursue growth through the remainder of 2025.
REITsCapital MarketsEconomyU.S. National
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Moody's CRE / Analytics
Mid-Year Multifamily Performance Review
The rise in the nationwide multifamily vacancy rate halted in the second quarter of 2025, holding essentially unchanged at 6.5 percent as peak deliveries appeared to have already occurred.
MultifamilyU.S. National
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Avison Young
U.S. office market report Q2 2025
The Q2 2025 report documents a bifurcated office recovery in which trophy and modern Class A space tightens while older buildings face persistent vacancy. Occupiers continue a decisive flight to quality.
OfficeU.S. National
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M&G Real Estate
Global Real Estate Outlook Mid-Year 2025: Opportunity amidst uncertainty
The mid-year update views real estate as fair value in Europe, the UK and APAC after the big price reset. Questions over US policy direct greater investor interest toward those markets.
Industrial & LogisticsMultifamilyOfficeGlobalUnited Kingdom
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Lee & Associates
2025 Q2 North America Market Report
Retail demand turned negative for the first time since the Covid lockdown, with net absorption of negative 8.9 million sq ft in the second quarter. Overall office vacancy fell 10 basis points to 8.1 percent as Class A demand exceeded supply.
Industrial & LogisticsOfficeRetailU.S. NationalCanada
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Principal Asset Management
2025 Mid-Year Update: Inside Real Estate Outlook
Principal reported commercial real estate in its strongest position in three years, with private-market pricing likely having reached its trough and operating income supporting an investment performance rebound.
Capital MarketsOfficeIndustrial & LogisticsU.S. NationalGlobal
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J.P. Morgan
Inside REITs: Sector dynamics, growth prospects and headwinds
J.P. Morgan Research expects REIT funds-from-operations growth of about 3% in 2025 accelerating to nearly 6% in 2026, examining sector valuations and headwinds from rates and tariffs.
REITsCapital MarketsU.S. National
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Trepp
Trepp & CRE Direct Release The Mid-Year Magazine 2025 as Multifamily Fundamentals Hold Firm Amid Rising Distress
Trepp's Mid-Year 2025 publication highlights strong multifamily fundamentals despite signs of growing distress across other commercial real estate sectors.
CMBSCapital MarketsDebt & FinancingU.S. National
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ANREV
ANREV / INREV / NCREIF Fund Manager Survey 2025
Total global real estate assets under management reached US 3.8 trillion dollars at the end of 2024. Blackstone topped the overall ranking with more than US 530 billion dollars of real estate AUM, followed by Brookfield and Prologis, with the top 10 managers accounting for over half of capital allocated globally.
Capital MarketsREITsAsia-PacificGlobal
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INREV
Fund Manager Survey 2025
Total global real estate assets under management stood at US 3.8 trillion dollars at the end of 2024. Blackstone led the ranking with more than US 530 billion dollars, and upper quartile managers accounted for over 83 percent of total global real estate AUM.
Capital MarketsREITsAlternativesEuropeGlobal
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KKR
Real Estate Credit: Why Our Pipeline is at Record Highs Despite Volatility
Despite market volatility, KKR says it is seeing abundant opportunities in real estate credit and expects its lending pipeline to remain elevated. The note details why the firm's real estate lending pipeline reached record highs.
Debt & FinancingCapital MarketsGlobalU.S. National
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Walker & Dunlop
From repricing to opportunity: commercial real estate market outlook
The outlook frames the repricing of commercial real estate as creating disciplined deployment opportunities through bridge lending and value-add equity strategies. It positions multifamily as transitioning from a supply-heavy correction toward improving fundamentals.
MultifamilyCapital MarketsDebt & FinancingU.S. National
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Self Storage Association
Self Storage Association 2025 Demand Study
The study counts 16.68 million household self-storage renters in 2024, lifting penetration to 12.6 percent from 11.1 percent in 2022. Millennials account for roughly 40 percent of renters, with 78 percent valuing round-the-clock access.
Self StorageU.S. National
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Schroders Capital
Schroders Capital Global Real Estate Lens Q2 2025
The Q2 2025 edition of the Global Real Estate Lens reports that valuations and transaction prices continued to stabilize and recover despite uncertainties, supporting a cautiously improving outlook for global property markets.
Capital MarketsEconomyDebt & FinancingGlobalEurope
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TPG
Investment Insights: TPG Angelo Gordon's U.S. Real Estate Approach
TPG Angelo Gordon's Reid Liffmann and Matt Jackson outline a U.S. real estate strategy built on collaborating with local partners to source deal flow and execute value-add programs.
Capital MarketsAlternativesU.S. National
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NAIOP
Office Space Demand Forecast, Second Quarter 2025
The forecast pointed to office demand continuing to rebound, projecting positive net absorption over the balance of 2025. It framed the office market as entering a normalization phase after years of contraction.
OfficeU.S. National
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McKinsey & Company
The cost of compute: A $7 trillion race to scale data centers
McKinsey projects that data centers could require roughly $6.7 trillion of capital investment worldwide by 2030 to keep pace with demand for compute, with about $5.2 trillion of that for AI-capable facilities. It breaks down the spend across chip and hardware developers, power and cooling suppliers, and builders.
Data CentersAlternativesGlobal
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Altus Group
Canadian CRE Investment Trends - Q1 2025
The overall capitalization rate for the four benchmark asset classes held largely stable at 5.87 percent in the first quarter of 2025. The quarter revealed a Canadian market navigating changing monetary policy and international trade dynamics.
Capital MarketsIndustrial & LogisticsOfficeCanadaU.S. National
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National Multifamily Housing Council
NMHC Quarterly Survey of Apartment Conditions (April 2025)
The Market Tightness Index came in at 52, above the breakeven level of 50 for the first time since July 2022, indicating tighter conditions such as lower vacancies and higher rent growth.
MultifamilyCapital MarketsU.S. National
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abrdn
North America real estate market outlook Q2 2025
The outlook anticipates tariff pressures weighing on office, retail and industrial through slower economic growth, while multifamily recovers as excess supply diminishes and renter demand stays robust.
MultifamilyOfficeRetailU.S. National
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AFIRE
AFIRE International Investor Survey: Q1 2025 Pulse Report
The Q1 2025 pulse survey identifies Dallas as the most preferred US market for 2025, followed by New York, Miami, Boston and Atlanta, reflecting international investor allocation intentions.
Capital MarketsEconomyOfficeGlobalU.S. National
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B+E
Q1 2025 Net Lease Cap Rate Report
B+E examined Q1 2025 net lease market activity including real-time on-market data and cap rates. Supply decreased across several asset classes, with the largest drops in casual dining, banking and car wash, down 12 percent, 12 percent and 31 percent respectively.
Net LeaseRetailIndustrial & LogisticsU.S. National
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Principal Asset Management
U.S. Real Estate Sector Report
The sector report found data centers demonstrating the strongest fundamentals across property types, supported by structural demand from cloud computing and artificial intelligence, with development constrained primarily by power availability.
Data CentersIndustrial & LogisticsOfficeU.S. National
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Newmark
1Q25 U.S. Industrial Market Trends & Conditions Report
Newmark's first quarter 2025 industrial report assesses net absorption and vacancy, which was expected to hover near a cyclical high of 6.9 percent in 2025. Industrial transaction cap rates fluctuated around the low-to-mid 5 percent range.
Industrial & LogisticsCapital MarketsU.S. National
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BGO
The Chief Economist: Q2-2025 U.S. Economic and CRE Outlook
The Q2 2025 update introduces an augmented base case combining macroeconomic scenarios with a machine-learning behavioral model. The forecast points to growth near 1.5 percent, disinflation, Federal Reserve rate cuts and stabilizing commercial real estate fundamentals.
EconomyIndustrial & LogisticsMultifamilyU.S. National
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Lument
Skilled Nursing State of the Market: Robust Year over Year Growth
Lument reports 221 skilled nursing transactions closed in 2024, 36 percent above 2023, with a median cap rate near 12 percent and an average price of $88,000 per bed, supported by a favorable 4.2 percent net Medicare Part A reimbursement increase for 2025.
HealthcareSenior HousingCapital MarketsU.S. National
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Lee & Associates
2025 Q1 North America Market Report
US retailers shuttered roughly 7.1 million sq ft of space in the first quarter following one of the weakest annual absorption totals in a decade. Canada posted negative net absorption of 5.2 million sq ft in retail over the same period.
Industrial & LogisticsOfficeRetailU.S. NationalCanada
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